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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
2401
Willow Creek Wealth Management
California
$731K +$32.2K +225 +5%
BP
2402
Broadleaf Partners
Ohio
$727K
TW
2403
TrinityPoint Wealth
Connecticut
$726K +$24.6K +172 +4%
WEPOG
2404
Wealth Enhancement & Preservation of GA
Georgia
$726K +$122K +854 +21%
CWM
2405
Castle Wealth Management
Florida
$725K -$8.86K -62 -1%
TCCM
2406
Timber Creek Capital Management
Massachusetts
$724K -$24.3K -170 -3%
AAMC
2407
Asset Allocation & Management Company
Illinois
$723K -$515K -3,600 -43%
BFM
2408
Boothbay Fund Management
New York
$723K -$862K -6,031 -55%
FC
2409
FCA Corp
Texas
$723K +$57.3K +401 +9%
BFA
2410
Brendel Financial Advisors
New Hampshire
$722K +$695K +4,859 New
BIP
2411
Blueprint Investment Partners
North Carolina
$720K -$814K -5,697 -54%
XWM
2412
Xcel Wealth Management
Florida
$720K +$5.86K +41 +0.9%
GFPC
2413
Global Financial Private Client
Florida
$718K -$362K -2,531 -35%
EWA
2414
EP Wealth Advisors
California
$718K -$5.62M -39,297 -67%
PTCG
2415
Pring Turner Capital Group
California
$717K
TCG
2416
Tremblant Capital Group
Florida
$717K +$67.3K +471 +11%
SAM
2417
Sompo Asset Management
Japan
$717K +$58.6K +410 +9%
FFG
2418
Frisch Financial Group
New York
$716K +$9.58K +67 +1%
SICM
2419
Sustainable Insight Capital Management
New York
$715K +$157K +1,100 +30%
NJBEST
2420
New Jersey Better Educational Savings Trust
New Jersey
$715K
CIA
2421
Cladis Investment Advisory
Montana
$714K +$143 +1 +0%
NAMM
2422
NorthStar Asset Management (Massachusetts)
Massachusetts
$714K -$76.9K -538 -10%
BFG
2423
Berger Financial Group
Minnesota
$714K -$7.86K -55 -1%
CCFM
2424
Clear Creek Financial Management
Washington
$714K +$13.2K +92 +2%
STAS
2425
Strong Tower Advisory Services
Minnesota
$714K +$31.9K +223 +5%